+15.8%
RTX vs SEI
+35.9%
-20.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.1% |
| 7D | +4.8% | +10.5% | -5.7% | +4.6% |
| 30D | +6.5% | -8.0% | +14.5% | +6.5% |
| 3M | -9.6% | +6.7% | -16.4% | -9.9% |
| 6M | +12.3% | -17.0% | +29.4% | +12.6% |
| YTD | +9.5% | +39.7% | -30.2% | +6.4% |
| 1Y | +15.8% | +43.2% | -27.3% | +12.2% |
| All | +15.8% | +35.9% | -20.0% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SEI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling